NEW YORK–(BUSINESS WIRE)–January 19, 2022–

JP Morgan Wealth Management is increasing its rewards for new and existing JP Morgan Self-Directed Investing clients to promote unlimited commission-free online trading.

Existing clients will receive a $50 bonus deposited into their account for each person they refer who opens a self-directed investment account through the referral link. Existing customers can receive up to a total of $500 credit to their account per year for referrals. New clients will have the opportunity to earn up to $625 credited to their account when they open a JP Morgan self-directed investment account.

“Growing your wealth on your own is such an empowering experience. When you reach that personal milestone, you want to share your story with your friends and network,” said Paul Vienick, Head of Online Investments at JP Morgan Wealth Management. “Investors who use the award-winning Chase app to trade are increasingly satisfied with their experience as we expand the tools we offer, and we want our customers to share that. There’s no better approval than from someone you know and trust.

With JP Morgan Self-Directed Investing, clients can choose from thousands of stocks, mutual funds and 1 options to trade unlimited commission-free online or through the Chase app. Clients can take advantage of personalized market news as well as portfolio builders and watchlists to help them choose investments that match their priorities right from their mobile device. They can take care of their finances in one place and easily transfer money from a Chase checking or savings account to invest. As part of a strong global financial institution, clients also have access to JP Morgan’s best research to make informed investment decisions on their terms to help them build wealth over time.

New clients can receive $125 for self-directed investment accounts funded with $25,000, $300 for accounts with at least $100,000, and a reward of $625 for accounts funded with $250,000 or more. Funds must be from an account other than Chase or JP Morgan. New customers can take advantage of the offer via this link.

JP Morgan Online Investing, launched in 2018, is a secure and reliable platform capable of withstanding volatile markets and providing investors with an easy-to-use trading experience. The company continues to invest heavily in technology, research and products to better serve and protect its customers.

Self-directed investing is becoming increasingly popular with customers who increasingly interact with their banks through mobile apps and digital tools. You can read more about this trend in: The Rise of Self-Directed Investing

About JP Morgan Wealth Management

JP Morgan Wealth Management is the US wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide. JP Morgan Wealth Management has approximately 5,000 advisers and over $700 billion in assets under supervision. Clients can choose how and where they want to invest. They can do this digitally, remotely, or in person by meeting with a JP Morgan advisor at one of our 4,800 Chase branches in the U.S. or at any of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com and follow @JPMWealth on Twitter. To learn more about JP Morgan Online Investing, visit https://www.chase.com/personal/investments/online-investing

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1 Trading in options is subject to authorisation.

Details of the sponsorship offer:

The referral bonus is available to eligible JP Morgan self-directed investment account holders approximately 30 days after account opening. To receive the $50 Refer-A-Friend bonus: 1) Refer your family and friends to open and fund a JP Morgan self-directed investing account through this referral site; 2) The referred candidate must open a new eligible JP Morgan self-directed investment account (general investment only) and fund a minimum of $200 in fresh money in cash or securities within 45 days of listing their coupon; AND 3) Once your referred candidate has opened and funded their JP Morgan self-directed investment account, we will deposit the $50 bonus into your JP Morgan self-directed investment account within 15 days, provided the client accounts and sponsorship are not closed. or restricted at checkout. You can receive up to 10 referral bonus deposits (for a total of $500) per calendar year.

*Bonus may be considered income and may be reported to you and the IRS on Form 1099-MISC (“Miscellaneous Information”) or Form 1042-S (“Foreign Person’s US Source Income Subject to Withholding”) , if applicable.

Employees of JPMorgan Chase & Co. and its affiliates are not eligible for the referral program.

The Refer-A-Friend program is available for the following account types: New JP Morgan Self-Directed Investment Account (general investing only). This offer does not apply to Traditional IRA or Roth IRA Self-Directed Investment Accounts, JP Morgan Automated Investments or any account opened with a JP Morgan Advisor.

New customer offer details:

Offer Eligibility and Restrictions: * Cash promotion is limited to one per client and can only be applied to a new JP Morgan Self-Directed Investing Account (general investing only). To register for the offer up to $625, you must open an account through this page. This offer does not apply to Traditional IRA or Roth IRA Self-Directed Investment Accounts, JP Morgan Automated Investments or any account opened with a JP Morgan Advisor. To receive the cash bonus:

1) Clients must open and fund a new eligible JP Morgan self-directed investment account with new money of $25,000 or more in cash or securities from a non-Chase or non-JP Morgan account and the Eligible new money cannot be existing deposits, funds or securities you hold with JP Morgan Chase or its affiliates. New money must be transferred within 45 days of the coupon listing date.

2) On day 45 from coupon registration, the bonus level will be determined as follows:

New money inflows

Cash bonus

$25,000 to $99,999

$125

$100,000 to $249,999

$300

$250,000+

$625

3) The new money balance must be maintained in the account for at least 90 days from the date of the coupon entry (losses due to transactions or market fluctuations will not be taken into account). The cash bonus will be credited to the account within 15 days of meeting these requirements. You may only participate in one Chase Private Client Checking SM, Chase Sapphire SM Checking or JP Morgan Self-Directed Investing bonus within a 12 month period from the last bonus sign-up date. Coupon is good for one-time use and only one bonus per account. Account types and other restrictions apply. The terms of the offer may be modified and/or terminated without notice. The value of the cash reward may be considered income, and we may be required to send to you, and file with the IRS, a Form 1099-MISC (“Miscellaneous Information”) or Form 1042-S ( “Foreign Person’s US Source Income Subject to Withholding”), if applicable. You are responsible for any tax liability associated with the reward. Please consult your own tax advisor if you have questions about your personal tax situation. .

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT INSURED BY THE FDIC • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR

OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, NA OR ONE OF ITS AFFILIATES

• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL INVESTMENT

JP Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through JP Morgan Securities LLC (JPMS), a registered broker and investment adviser, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custodial and other services are provided by JPMorgan Chase Bank, NA (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products are not available in all states.

© 2022 JPMorgan Chase & Co.

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SOURCE: JPMorgan Chase & Co.

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PUBLISHED: 01/19/2022 09:30/DISC: 01/19/2022 09:32

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